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IBM
IBM

Overview Fund Activity

2,144 hedge funds and large institutions have $66.5B invested in IBM in 2021 Q1 according to their latest regulatory filings, with 168 funds opening new positions, 908 increasing their positions, 832 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,144
Holders Change
+18
Holders Change %
+0.85%
% of All Funds
37.75%
Holding in Top 10
33
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.71%
% of All Funds
0.58%
New
168
Increased
908
Reduced
832
Closed
125
Calls
$1.64B
Puts
$2.18B
Net Calls
-$536M
Net Calls Change
-$119M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$297M
2
BlackRock
BlackRock
New York
+$269M
3
Renaissance Technologies
Renaissance Technologies
New York
+$148M
4
ProShare Advisors
ProShare Advisors
Maryland
+$132M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$119M

Top Sellers

1
IFP
Independent Franchise Partners
United Kingdom
-$560M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$486M
3
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$163M
4
Prudential Financial
Prudential Financial
New Jersey
-$110M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
-$93.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RMCM
1276
Reynders McVeigh Capital Management
Massachusetts
$703K -$51.1K -401 -7%
CCB
1277
Cutter & Co Brokerage
Missouri
$702K -$21.1K -166 -3%
BDFN
1278
Bond & Devick Financial Network
Minnesota
$701K +$124K +973 +21%
MFG
1279
Merit Financial Group
Georgia
$700K -$31.2K -245 -4%
WA1
1280
Wimmer Associates 1
California
$700K +$187K +1,471 +37%
GA
1281
GFS Advisors
Texas
$700K +$247K +1,936 +54%
BA
1282
Bridgewater Advisors
New York
$699K +$699K +5,177 New
BB
1283
Berkshire Bank
Massachusetts
$697K -$103K -811 -13%
PC
1284
Port Capital
Illinois
$697K +$6.5K +51 +0.9%
CHAM
1285
Clear Harbor Asset Management
Connecticut
$697K +$697K +5,473 New
TC
1286
Trilogy Capital
California
$695K +$67.8K +532 +11%
SFS
1287
Strategic Financial Services
New York
$694K -$53.1K -417 -7%
CL
1288
CSS LLC
Illinois
$692K +$692K +5,435 New
RWP
1289
RWA Wealth Partners
Massachusetts
$690K -$112K -876 -14%
CFO
1290
Collective Family Office
Pennsylvania
$689K +$233K +1,831 +51%
FF
1291
FourThought Financial
Florida
$687K -$42.7K -335 -6%
BAM
1292
Barrett Asset Management
New York
$686K -$117K -919 -15%
BWM
1293
BerganKDV Wealth Management
Minnesota
$686K -$892 -7 -0.1%
AIA
1294
AGF Investments America
Ontario, Canada
$686K – – –
WC
1295
Woodstock Corp
Massachusetts
$683K -$182K -1,430 -21%
PCM
1296
Palisade Capital Management
New Jersey
$683K -$28K -220 -4%
RFG
1297
Range Financial Group
Oregon
$683K +$683K +5,365 New
WA
1298
WBH Advisory
Maryland
$682K -$18.7K -147 -3%
IWA
1299
Intercontinental Wealth Advisors
Texas
$681K -$36K -283 -5%
HWA
1300
Heritage Wealth Advisors
Virginia
$681K -$1.91K -15 -0.3%
50 51
52
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